Charles Schwab Corporation shares owned by Concentric Capital Strategies
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Concentric Capital Strategies
from 13F filings
Historical chart of Concentric Capital Strategies investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Concentric Capital Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 95k | 95.47 |
| 2025-06-30 | $9.5M | 104k | 91.24 |
| 2025-03-31 | $6.6M | 84k | 78.28 |
| 2024-03-31 | $2.2M | 31k | 72.34 |
More positions owned by Concentric Capital Strategies
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